Member Service Representative
2 weeks ago
Navigant Credit Union is a community-driven financial institution dedicated to improving the financial well-being of its members. With over $3 billion in assets, we are one of the largest credit unions in Rhode Island, yet we maintain our commitment to putting people first.
Job SummaryWe are seeking a highly skilled Member Service Advisor to join our team. As a key member of our operations team, you will be responsible for delivering exceptional customer service, processing member transactions, and promoting Credit Union products and services.
Key Responsibilities- Process member transactions via phone, mail, email, fax, and online services, including loan payments, account transfers, and address changes.
- Provide prompt, efficient, and accurate service in the processing of transactions such as direct deposits, Debit/ATM cards, CD/IRA/Money Markets.
- Analyze member relationships to optimize existing products and services and deepen relationships by cross-selling relevant products and services.
- Conduct prospecting, including outbound calls and emails as needed, to meet established sales goals.
- Perform other member services and administrative duties as assigned by the Assistant Manager or Manager.
- High school diploma or equivalent required.
- Minimum two years of experience in member service, operations, and/or lending.
- Demonstrated knowledge of Credit Union products, services, policies, and procedures, and ability to sell them.
- Excellent verbal, written, telephone, and interpersonal communication skills.
- Excellent organizational, analytical, and problem-solving skills.
- PC proficient, including Microsoft Office and the Internet.
- Ability to handle multiple projects/priorities simultaneously with an effective outcome.
- Ability to deal with highly confidential information.
Navigant Credit Union offers a best-in-class benefits package, including a rich medical and dental plan, vision benefits, a robust 401(k) with a generous employer match, tuition reimbursement, competitive salaries, paid volunteer days, and opportunities to give back to the community.
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